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-1.01%
This Month
-4.5%
Year To Date
+48.47%
2 Years
+69.28%
5 Years
+69.28%
10 Years
+23.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading62.04%
- 🖥️ Technology Services13.61%
- 💻 Electronic Technology12.68%
- 🏥 Health Services4.91%
- 🛠️ Producer Manufacturing2.01%
- 🧬 Health Technology1.56%
- 🚗 Consumer Durables1.28%
- 🛍️ Retail Trade0.82%
- 💵 Cash0.59%
- 💰 Finance0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.94%
- 🇺🇸 NYSE27.7%
- 🌍 Digital Currency12.95%
- 🇭🇰 Hong Kong Exchanges2.95%
- 🇬🇧 LSE1.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.18%
- 🇨🇳 China4.91%
- 🇹🇼 Taiwan2.51%
- 🇬🇧 United Kingdom2.22%
- 🇩🇰 Denmark1.13%
- 🇳🇱 Netherlands0.74%
- 🇮🇱 Israel0.71%
- 🇸🇬 Singapore0.7%
- 🇨🇭 Switzerland0.61%
- 🇯🇵 Japan0.33%
- 🇲🇽 Mexico0.3%
- 🇨🇦 Canada0.28%
- 🇺🇾 Uruguay0.28%
Dividends
Dividend Yield
0.41%
26 out of 45 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OSPN (4.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 UNH | 0.05% | 3.04% | $7.74 |
 AI-Revolution | 0.04% | 0.39% | - |
 InTheGame | 0.04% | 0.31% | - |
 NVO | 0.04% | 3.45% | $0.98 |
 BYIT.L | 0.04% | 3.26% | $0.09 |
 StanleyDruck13F | 0.03% | 0.28% | - |
 BigTech | 0.03% | 0.28% | - |
 DELL | 0.02% | 1.5% | $1.63 |
 IBM | 0.02% | 2.7% | $6.65 |
 01211.HK | 0.02% | 1.56% | $3.41 |
 ORCL | 0.02% | 1.31% | $1.6 |
 OSPN | 0.01% | 4.65% | - |
 CRM | 0.01% | 0.87% | $0.4 |
 MSFT | 0.01% | 0.86% | $3 |
 TSM | 0% | 0.78% | $1.74 |
 AAPL | 0% | 0.4% | $0.97 |
 LLY | 0% | 0.62% | $4.86 |
 AMAT | 0% | 0.51% | $1.44 |
 GOOGL | 0% | 0.28% | $0.2 |
 GOOG | 0% | 0.28% | $0.2 |
 LRCX | 0% | 0.46% | $8 |
 IBKR | 0% | 0.46% | - |
 GRMN | 0% | 0.36% | $3.71 |
 META | 0% | 0.32% | $1 |
 MU | 0% | 0.11% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
3.74
3.74
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
1.68
1.68
0
0.3
0.6
2
2
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
3.74
3.74
-2
0
2
4.5
4.5
Omega Ratio
1.33
1.33
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.36
0.36
0
0.3
0.6
1
1
Calmar Ratio
1.68
1.68
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
33.43
High:
TSLA
377.27TSLALow:
INTC
-556.53INTCDetails
PEG Ratio
89.67
High:BYIT.L
587.99BYIT.LLow:INTC
-566.72INTCDetails
Price/Book
9.95
High:
APP
76.52APPLow:DELL
-37.45DELLDetails
Price/Sales
6.04
High:
RGTI
770.27RGTILow:
CNC
0.11CNCDetails
Price/CF
25.49
High:
MSTR
7,511.07MSTRLow:IBKR
1.19IBKRDetails
Price/FCF
58.84
High:MSTR
1,187.5MSTRLow:IBKR
1.2IBKRDetails
P/E Ratio
33.43
High:TSLA
377.27TSLALow:INTC
-556.53INTCDetails
PEG Ratio
89.67
High:BYIT.L
587.99BYIT.LLow:INTC
-566.72INTCDetails
Price/Book
9.95
High:APP
76.52APPLow:DELL
-37.45DELLDetails
Price/Sales
6.04
High:RGTI
770.27RGTILow:CNC
0.11CNCDetails
Price/CF
25.49
High:MSTR
7,511.07MSTRLow:IBKR
1.19IBKRDetails
Price/FCF
58.84
High:MSTR
1,187.5MSTRLow:IBKR
1.2IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.71% | Feb 2025 | Jun 2025 | 4 |
-11.56% | Aug 2024 | Nov 2024 | 3 |
-10.28% | Nov 2025 | - | 5 |
-3.44% | Sep 2023 | Dec 2023 | 3 |
-3.21% | Dec 2024 | Jan 2025 | 1 |
-2.64% | Apr 2024 | May 2024 | 1 |